Member Info for Bfdinvestor

Everyone here was also of the opinion that Ashley would be voted onto the BoD.....

Looking at the price and the preceding sp action it does look like a sell to me.

Makes no odds in the bigger scheme of things

Why is it deafening?

Last year's non update came out on the 23rd

.

They stated that the strategic review would take a number of months and a capital markets day would be held in Q1.

So just what, at the moment, is so obviously missing southcoast?

I presume that copy and paste is a few months old

Which makes it strange that you have been posting for weeks that the BoD and management are in denial.

I don't recall many companies having good trading during the post COVID/stagflation period up until the end of 23

What makes you think that after a couple of months Finlay isn't up to it southcoast?

Also I see you are still silent about Frasers master plan

Surely, after all the conference calls and other Comms, you must be fully aware of what they would do?

What date did the two line update come out last year. Not that it was an update

Given there is no real guidance to report against why do you think they are hiding anything?

Southcoast they have moved to six monthly reporting, so the only one posting total crap is who?

The trading update, as you call it, was two lines saying trading is in line with market expectations

How much of last year's cash loss was one off.

Strange that you forget that Nastygal profitabilty was declining and £10m was the peak.

I'd guess they realised they had better opportunities when they looked at the brand portfolio

There is virtually no guidance for the year so no need to communicate. They moved to six monthly reporting a couple of years ago so why would they change.

It seems they think the vote is a done deal and Frasers certainly seem to have gone quiet, so no need to Comms anything.

Having said that that I think it will be a mixed bag.

Debenhams I think will have performed massively, Karen Millen well, boohoo/boohoo man ok and PLT poorly. All in the context of a challenging UK market.

Why would the SP go anywhere on Tuesday pm if Kamani isn't voted off.

The perception is he will win.

So its a no change no news scenario

If he loses id expect the sp would fall due to uncertainty

Worth remembering that boohoo have literally fed debenhams gmv by listing their own labels and brands on it.

Most people would think this is a sound commercial strategy

So you don't think Debs would thrive standalone?

Why do you think Frasers are here?

What is the change they offer, you never seem to explain it?

Arthur it should be basic supply and demand economics, although markets hardly ever seem to play that way.

If it gets to 3p, it will have momentum and quite possibly news. Some may sell but it may well be that demand will still exceed supply.

In which case the sp should continue up.

In any event, it depends if you have a trading or an investing strategy.

Investors look at fundamentals and think in yearly timeframes. Traders don't.

Ask yourself which one you are and which approach has historically proven to be the most successful

Kachrafilter I agree with your thinking on Debs and the labels.

They have also introduced the market place model onto the other brands. I don't know how much traction they are getting but it could be part of the supposed £2.4bn.

On simple website views Debs was probably the stand out performers across the market in December so I'd guess most of the growth is there.

So that will be another board that you go just to pick arguments then Crawshaw, despite having no investment.

Do you ever post where you have invested, or do you just need hobbies that don't cost you anything financially?

Pedro is a very sad individual who follows me from board to board.

He posts complete nonsense hoping to get a response from me, despite being fully aware that I've filtered him.

I'd suggest others do the same and he will move on.

Let's not jump the gun, there is plenty of time for them to cancel this one as well!!

Why do you think an RNS will drop tomorrow

The site visit is US time tomorrow so it's highly unlikely there will be any form of RNS tomorrow, and certainly not one saying we have started production

Yes Billy we are licensed to sell Microsoft best selling AI product.

Semnet are developing a world class suite of integration software products.

It will be great to see how that strand of the business develops

Jeremy did you post a few months back that the US DC has now been sublet?

That's one perspective southcoast

Another is they looked to invest £50m or so to try to get revenues back to atleast the near half billion they were a couple of years ago.

The simple fact is that the half wit of a now departed CEO signed off on a DC that had only 60% of stock lines.

AHS atleast try to be honest

I said yesterday had damaged my trust in the BoD not destroyed. If it was destroyed I would sell.

My average is way, way below 1.9p but that is academic. The point is you don't say you value your existing investors and then exclude them from the offer when other mechanisms were available.

You seem to think anybody who thinks the BoD is less than perfect is "whining". They aren't.

This is a discussion board for positives and negatives. That is what investing is all about. Not an echo chamber about how brilliant everything is.

However, what is done is done. You have your view about yesterday and I have mine. There's no point going round in circles about something we will always disagree on.

So that's my last comment on the subject